10 Questions · Section 24 Context · Updated for 2026 Tax Year

Should your properties
be in a limited
company?

Answer 10 questions and get a clear, personalised steer. Incorporation is increasingly attractive post-Section 24 — but it's not right for everyone. Find out which side of that line you're on.

🧮 10 diagnostic questions⚖️ Section 24 context⚠️ CGT & SDLT alerts🎯 Personalised verdict
10
Questions
3
Verdicts
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Preview — what you'll see inside

Incorporation FrameworkQ3 of 10

Question 3 of 10

Do you have mortgages on your rental properties?

Yes, most are mortgaged
Some mortgaged, some owned outright
All owned outright (no mortgages)
🟢

Looking positive so far

Based on 3 answers — 7 to go

The four costs landlords miss before incorporating

⚠️
CGT hit

Transferring appreciated properties into a company triggers a CGT event — treated as a disposal at market value. Many landlords discover this mid-solicitor-meeting.

🏦
SDLT cost

Stamp Duty Land Tax can apply on transfer even to your own company. On a £500k portfolio this alone can erase years of projected tax savings before you've saved a penny.

📊
25% vs 40%

Corporation tax looks lower than income tax. But if you draw profits as dividends, the effective rate climbs. The maths only works cleanly if profits stay inside.

⚖️
Section 24

Basic rate taxpayers get the same 20% credit as higher rate payers. If Section 24 isn't hitting you hard, incorporation's main tax argument often doesn't exist.

This framework surfaces these risks automatically — before you've committed to anything.

How it works

Your personalised verdict in under three minutes

1

Answer 10 questions

Portfolio size, tax position, mortgage exposure, reinvestment strategy, and growth plans. Tailored to the UK tax landscape for the 2026 tax year. Takes under 3 minutes.

2

Get your personalised verdict

🟢 Likely worth exploring, 🟡 Mixed picture, or 🔴 Probably not right — with the specific factors that shaped your result, including any CGT or SDLT risk flags.

3

Know your next step

Whether you need a specialist conversation urgently or incorporation can wait — you leave with clarity on what to do next and exactly what to ask your accountant.

What's included

Every factor that moves the needle

10 questions covering the factors that determine whether incorporation actually makes financial sense for your situation.

🧮

10 Structured Questions

10 questions

Portfolio size, tax band, mortgage exposure, reinvestment strategy, growth plans, and succession. Every factor that moves the needle on incorporation.

⚖️

Section 24 Context

Built in

Scoring is calibrated around Section 24. Higher rate taxpayers with mortgaged properties have the most to gain. Basic rate landlords owning outright often have little.

⚠️

CGT Risk Flag

Auto-flagged

Transferring to a company is treated as a CGT disposal. If you weren't aware, this surfaces clearly in your results — it's the most common incorporation surprise.

🏦

SDLT Alert

Auto-flagged

Stamp Duty can apply when you transfer properties into your own company. On a portfolio of four properties, this can easily run to tens of thousands of pounds.

👫

Joint Ownership Note

If applicable

Own jointly with a spouse? Income splitting may achieve similar tax benefits without the cost and complexity of incorporation. Flagged automatically where relevant.

🎯

Personalised Verdict

3 outcomes

One of three outcomes — likely worth exploring, mixed picture, or probably not right — with the specific reasons that shaped your result and a clear recommended next step.

Why landlords use this first

Know the landscape before you pay for advice

  • Understand whether incorporation is worth exploring before spending on a specialist
  • CGT and SDLT risk flags surface automatically — the two costs that kill most incorporation plans
  • Section 24 context built in — higher rate taxpayers with mortgages gain most
  • Joint ownership alternative flagged where income splitting may achieve similar results
  • Nothing stored on a server — completely private and confidential
  • Walk into your accountant conversation with the right questions already prepared

"I'd been told by two different people I should incorporate. This framework made me realise the CGT on transfer alone would take six years to recoup. It sent me to a specialist with the right questions."

Portfolio landlord7 properties, Leeds

"The mortgage question clicked for me. I've paid off four of my five properties, so Section 24 wasn't hitting me as hard as I'd assumed. Saved me from a potentially expensive and unnecessary restructure."

LandlordSurrey

"My verdict was 'mixed — get advice.' But the specific reasons gave me exactly the right briefing for my accountant. A completely different conversation from the one I'd have walked into blind."

Portfolio investor12 properties, Manchester

Guidance only, not financial or tax advice. This framework helps you understand the landscape — it does not model your specific numbers. Always consult a qualified property tax specialist or accountant before making any decisions about incorporation.

Free · Under 3 minutes · Nothing stored on a server

Whatever you decide — your portfolio still needs managing.

Whether you incorporate or not, HomeDash tracks your rent, costs, compliance deadlines, and cashflow across every property — in one place, automatically.

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